Assessing in-house Transportation Requirements

Overview

Transportation requirements can be created by the following documents:
  • Sales order
  • Customer invoice issued without reference to a Sales order
  • Purchase order
  • Vendor invoice issued without reference to a Purchase order
  • Contract with vendor
  • Transfer order
  • Goods transfer issued without reference to a Transfer order
This process starts with a thorough assessment of outbound deliveries requirements. The route points, time bounds, and physical parameters of the cargo are estimated during the process. Typically, inbound deliveries are analyzed separately from outbound deliveries. In rare cases, some requirements may be excluded from delivery.

Assessing Transportation Requirements for Outbound Deliveries

  1. Go to Warehouse and delivery > Itinerary.
  2. Select From our warehouse.
  3. Select the Warehouse.
  4. Click the Create itineraries tab.
  5. Specify the delivery date filter.
  6. Review references, and assess transportation requirements: destination address, required shipment date and time, cargo's weight and volume.

Assessing Transportation Requirements for Inbound Deliveries

  1. Go to Warehouse and delivery > Itinerary.
  2. Select To our warehouse.
  3. Select the Warehouse.
  4. Click the Create itineraries tab.
  5. Specify the delivery date filter.
  6. Review references, and assess transportation requirements: shipping address, required receipt date and time, cargo's weight and volume.

Managing Transportation Requirements

To exclude something from delivery:
  1. Go to Warehouse and delivery > Itinerary.
  2. Click the Create itineraries tab.
  3. Select a reference document, and click More actions > Exclude from delivery.
To cancel exclusion from delivery:
  1. Go to Warehouse and delivery > Itinerary.
  2. Click the Create itineraries tab.
  3. Click More actions > Excluded references.
  4. In the References excluded from delivery list, select the document and click Cancel exclusion from delivery.